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Advisor at THREE SIXTY WEALTH MANAGEMENT, LLC
BLOOMINGTON, IL | RINGOES, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THREE SIXTY WEALTH MANAGEMENT, LLC | Independent wealth | May 13, 2026 | n/a | yes | RINGOES, NJ|BLOOMINGTON, IL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 24, 2003 | Feb 23, 2009 | no | LA JOLLA, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | THREE SIXTY WEALTH MANAGEMENT, LLC | Feb 23, 2009 | May 13, 2026 | 6,288 | Firm change after gap | Other |